Whitman delivered one of the best CEO talks I've seen and heard. It covered all aspects of the company, from assets to problems, while praising employees and showcasing customers that stand with the company. She created the impression of a company getting better and a CEO who not only understands a firm's problems but has a plan to fix them. Above all, it supported the conclusion that HP's turnaround plan is working.
That's all you can ask of a CEO presentation. Whitman executed brilliantly. Her talk now sets a high bar for how this kind of thing should be done - and HP should have some more believers as a result.
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